Steven Donald Rawlins

Current Employers

Employment History

• 09/2011 → 10/2019
  1St Global Capital Corp
  Jacksonville, FL
• 06/1981 → 09/2022
  Masters, Smith & Wisby, Pa
  Jacksonville, FL
• 09/2011 → 10/2019
  1St Global Advisors, Inc
  Jacksonville, FL
• 09/2011 → 09/2025
  Avantax Insurance Services, Inc.
  Jacksonville, FL
• 10/2019 → 09/2025
  Avantax Advisory Services
  Jacksonville, FL
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Jacksonville, FL
• 01/2012 → Present
  Masters,Smith & Wisby, P.A.
  Jacksonville, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jacksonville, FL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Jacksonville, FL
• 2012-10-03 → 2019-10-25
  1St Global Advisors Inc
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) ADVISORY COUNCIL, GEORGIA SOUTHERN SCHOOL OF ACCOUNTANCY POSITION: CHARIMAN- EXECUTIVE COMMITTEE NATURE: EDUCATIONAL ORGANIZATION INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2012 ADDRESS: Statesboro GA , United States DESCRIPTION: MEET AT LEAST ONCE A YEAR AT GEORGIA SOUTHERN TO PROVIDE INPUT AND FEEDBACK, ALSO MULTIPLE TIMES DURING THE YEAR THROUGH COMMNICATIONS (EMAIL, PHONE) WITH THE DEAN; 2) NATIONAL ALLIANCE OF AUTO DEALERS ADVISORS POSITION: CHAIRMAN EXECUTIVE COMMITTEE NATURE: Organization comprised of approximately 20 CPAs across the US who have a significant practice niche of Automobile Dealers. We CPAs share our professional knowledge with one another through two meetings each year and market our services to potential Automotive Dealer clients through our brand, website, newsletter and name. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2012 ADDRESS: Princeton NJ 08543, United States DESCRIPTION: My role is to work with our Executive Director in shaping the direction of our group. 3) MSW WEALTH ADVISORS, LLC POSITION: PRESIDENT NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: Ste 225, Jacksonville FL 32256, United States DESCRIPTION: null 4) FLORIDA DISTRICT EXCHANGE CLUB: Treasurer: This is the state-wide organization representing 36 Exchange and Excel Clubs throughout the state of Florida. INVESTMENT RELATED: No; 10; 1; STARTED 09/01/2017: 888 62nd Avenue North, c/o Mark Dayton, President, St. Petersburg FL 33702, US; collect district dues from Exchange Club and Excel Clubs through out the State of Florida, deposit dues, and remit dues to National Exchange Club, pay for our annual Florida District Convention each May. There is an operating account, a Scholarship account and a Prevention of Child Abuse account. Currently, there are no investment activities - balances at SunTrust Bank are all cash. I can sign checks for all three accounts along with other officers. 5) MSW LEASING INC; PRESIDENT: OFFICE EQUIPMENT LEASE INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 4651 Salisbury Road, Suite 185, Jacksonville FL 32256, US; None. 6) MASTERS,SMITH & WISBY, P.A.; President: Full service CPA firm INVESTMENT RELATED: No; 185; 130 START DATE: 01/16/2012; 4651 Salisbury Road, Suite 185, Jacksonville FL 32256, US; Duties at firm include executing business decisions and actions, planning for firm, determining education and licensing requirements for firm and all licensed CPA professional sandper forming customary attest and assurance services, accounting, consulting and tax services for our clients. 7) FLORIDA DISTRICT EXCHANGE CLUB; President: This is the state-wide organization representing 36 Exchange and Excel Clubs throughout the state of Florida. INVESTMENT RELATED: No; 10; 1; STARTED 07/01/2022; 4651 Salisbury Road, Suite 185, Jacksonville FL 32256, US; I was elected President - my job is to manage and grow Exchange Club and Excel Clubs throughout the State of Florida There is an operating account, a Scholarship account and a Prevention of Child Abuse account. Currently, there are no investment activities - balances at SunTrust Bank are all cash. I can sign checks for all three accounts along with other officers. 8) BOARD OF DIRECTORS, EXCHANGE CLUB FAMILY CENTER OF NORTHEAST FLORIDA; Treasurer: Prevention of Child Abuse INVESTMENT RELATED: No; 10; 1; STARTED 07/01/2022; 4040 Woodcock Drive, Suite 105, Jacksonville FL 32207, US; Board Member Treasurer, managing cash and other assets, helping to execute the mission of the organization, strategic planning, fund raising events, prepare annual Form 990.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30
• S65 Uniform Investment Adviser Law Examination
  1999-12-29

Other Names

• Steven Donald Rawlins